First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
102 hedge funds and large institutions have $239M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
27% more capital invested
Capital invested by funds: $188M → $239M (+$51.2M)
17% more funds holding
Funds holding: 87 → 102 (+15)
5.19% more ownership
Funds ownership: 58.37% → 63.55% (+5.2%)
24% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$14.2M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$11.6M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$3.24M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.92M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.91M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.32M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.15M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.13M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.61M |
FXR Hedge Fund Activity: Q4 2019 in Review
102 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) for Q4 2019, worth a combined $239M — up 27% from $188M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FXR positions and 8 closed out — a net gain of 16 holders — while 22 added to existing stakes and 29 trimmed.
The largest buyer was Fulcrum Equity Management, adding an estimated $14.2M. The largest seller was LPL Financial, cutting an estimated $2.91M.
- 102 institutional investors held First Trust Industrials/Producer Durables AlphaDEX Fund (FXR) as of Q4 2019, up from 87 in Q3 2019.
- Funds reported $239M of First Trust Industrials/Producer Durables AlphaDEX Fund stock for Q4 2019, up 27% quarter-over-quarter.
- 24 funds opened new First Trust Industrials/Producer Durables AlphaDEX Fund positions in Q4 2019 and 8 closed out, a net change of +16 holders.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund buyer in Q4 2019 was Fulcrum Equity Management, an estimated $14.2M added.
- The largest First Trust Industrials/Producer Durables AlphaDEX Fund seller in Q4 2019 was LPL Financial, an estimated $2.91M sold.
Based on aggregated 13F filings for Q4 2019.